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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,990 | $155,840-96.8% | $124,694-96.0% | $167,553-97.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.47% | 17.98%-10.5pp | 5144.82%-5137.3pp | 478.89%-471.4pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,487 | $5,675+67.2% | $4,615+105.6% | $6,343+49.6% |
| Admin fee / account holder | $1,472 | $9,536-84.6% | $7,495-80.4% | $12,316-88.1% |